Please follow these steps to Rescue a Policy
Are you a
Financial or Investment Advisor, Trustee, Insurance Agent, or someone with Fiduciary responsibilities?
Are you checking your client's policies regularly to make sure they are performing as projected or intended?
We specialize in accurately analyzing appropriate premiums, and whether actual costs should differ from the carrier’s suggested COI.
If you care about your client(s) and this is not your specialty, you should contact us NOW!
Consider the following:
Age - are you or your client 75 or above?
Health - any of the 'chronic' health issues listed in the picture?
DB - what is the amount of the current death benefit?
Click below to download a non-med form